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Southern Company

2,239 hedge funds and large institutions have $69.5B invested in Southern Company in 2025 Q4 according to their latest regulatory filings, with 225 funds opening new positions, 860 increasing their positions, 804 reducing their positions, and 147 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

0.87% more ownership

Funds ownership: 71.51%72.38% (+0.87%)

7% less capital invested

Capital invested by funds: $74.6B → $69.5B (-$5.03B)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

Holders
2,239
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.97B
Puts
$1.62B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
1701
Sapient Capital
Indiana
$271K
SFG
1702
SageGuard Financial Group
Tennessee
$271K
BFA
1703
Brendel Financial Advisors
New Hampshire
$270K
CT
1704
Colonial Trust
South Carolina
$270K
BBES
1705
Buffalo Business & Estate Services
New York
$270K
GHAM
1706
Gilman Hill Asset Management
Connecticut
$270K
VIP
1707
Value Investment Professionals
New York
$270K
CIM
1708
Cambria Investment Management
California
$270K
FPH
1709
Financial Planning Hawaii
Hawaii
$269K
ZIG
1710
Zullo Investment Group
Pennsylvania
$269K
SPA
1711
Sound Portfolio Advisors
Connecticut
$268K
CPA
1712
Capital Planning Advisors
California
$268K
KA
1713
KLCM Advisors
Wisconsin
$268K
DWAM
1714
Duncan Williams Asset Management
Tennessee
$268K
TWA
1715
Tulsa Wealth Advisors
Oklahoma
$268K
KWM
1716
Kaydan Wealth Management
Michigan
$266K
LBC
1717
Leigh Baldwin & Co
New York
$266K
WC
1718
Whitney & Co
New York
$266K
BFA
1719
Brown Financial Advisory
Alabama
$265K
VWM
1720
Vermillion Wealth Management
Minnesota
$265K
SFB
1721
STAR Financial Bank
Indiana
$265K
GIA
1722
Gateway Investment Advisers
Ohio
$265K
RPC
1723
Rossmore Private Capital
Connecticut
$264K
FA
1724
FSA Advisors
Michigan
$264K
CC
1725
Cultivar Capital
Texas
$262K